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Getting Started with Templates Library

Templates standardize and accelerate repetitive documentation tasks. A well-designed template ensures clinical consistency across your practice, saves significant time, and reduces the risk of errors every time you create a note, form, or communication.

Types of Templates​

  • Default Templates — Pre-built templates provided by WithinEHR for common clinical workflows.
  • Team Templates — Custom templates created and shared across your practice team.

How to Create a New Template​

  1. Click Settings on the navigation pane.
  2. Select Template Library.
  3. Click Create Template.
  4. Enter a Template Title and a brief Short Description.
  5. Build your template content using the editor.
  6. Click Preview to review how the template will appear.
  7. Click Save to publish the template to your library.

Saving a Form as a Template​

After completing a form, you can save it as a reusable template so it can be applied to future clients without starting from scratch. This is particularly useful for intake forms, SOAP notes, and consent documents.

Video Walkthrough​

Animated walkthrough of creating a template in WithinEHR